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Announcements We have two brief announcements this quarter; having poured a tremendous amount of work into both of them, we hope you take the time to read them. Building our future Legacy starts with a Strong Foundation. When we opened our doors, a primary goal was to foster change. We believe we accomplish this by challenging investors to think…
As a father of two little girls, I constantly think about the lessons I would like them to remember if something were to ever happen to me. Critical thinking and the ability to question should be at the top of their list. My wish is that they are firm in their convictions, rather than simply falling in line with…
Nothing gets in the way of our doing the right thing to help you make smart decisions for your financial well being. We err on the side of prudence. Our website opens with a quote from Reverend Theodore M. Hesburgh, C.S.C. President Emeritus, University of Notre Dame “My basic principle is that you don’t make decisions because they are…
Second to your primary residence, the bulk of assets most individuals have saved come in the form of 401k savings. While most individuals believe these assets are “untouchable”, what if you had the ability to unlock the power of your 401k and reduce fees at the same time? Did you know that more than 70% of all 401k plans…
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Year in Review On November 26th, 2018, as reported by MarketWatch, over 90% of the 70 asset classes tracked by Deutsche bank (and cited in the WSJ) were on track to be negative for 2018. That was before December, which then became the worst performing month since the Great Depression. Below find a Recap of major indices and sectors…
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We’re still working on dialing in our quarterly, though, for now we’re going to stick to last quarter’s formatting: Announcements Observations What every investor should learn from billionaire Paul Tudor Jones Let’s play a game Millionaire vs. Billionaire X Marks the Spot A look back at the previous quarter. We dissect the model; specifically, why we own what we…
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We’ve made some slight changes to our quarterly format. We understand that some of the more recent quarterlies have been a little long. When I left the institutional side of the business, my goal was to provide investors with what I would want to hear if the roles were reversed. These reports are far from just numbers, there is…
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This could be the most important note you’ll read all year. For those of you who read “Part 1” of our most recent quarterly, you know that we excluded, arguably, the most important concept for all investors to understand right now. This section deserves your undivided attention. While I have briefly written on this topic in the past, with…
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The Return of Volatility… Remembering the “Bigger Picture”. Death by, water? TRU; too small to care? Let’s talk China, Tariffs and Trade wars. We see you. Our flagship model is coming off a strong 2017 up 21.11% following a solid **2016 as well, **15.1%; each respective year we’ve either beaten or being “in-line” with the S&P, achieving these numbers…
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Please accept our apologies! Hero to heel in just under a week… Education by Headline… Here we go again… Can a boiling frog parable teach us anything about “New Normals”? Defining “bad” in a strange world. Cloudy with a chance of Meatballs… Our Apologies! Under normal circumstances, we make all efforts to provide you with our quarterly note as…
